Helping you navigate the market's twists and turns.
LIVE FROM PHILLY
ADVISOR EVENT
Date
February 18th, 2026
TIME
11:00 am ET
TOPIC
Join Clark Capital and retirement consultant Marcia Mantell as we break down the Medicare challenges facing advisors and investors today.
Featured
Gauging The Economy
4th Quarter 2025 Economic and Capital Market Review
January 28, 2026
Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
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Gauging The Economy
3rd Quarter 2025 Economic and Capital Market Review
October 28, 2025
Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
Learn More
Office Hours
Key Medical Documents
February 18, 2026
In this Office Hours Wealth Planning segment, Senior Wealth Planners Patrick Schultz and Shelby Anderson break down key medical planning documents — including healthcare powers of attorney, living wills, and HIPAA releases — and explain how they work together to guide medical decision-making.
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Office Hours
Key Documents: Non-Medical
February 18, 2026
In this episode of our Office Hours Wealth Planning series, Senior Wealth Planners Patrick Schultz and Shelby Anderson outline the role of durable powers of attorney, the differences between springing and non-springing powers, and how these documents provide essential financial decision-making authority during incapacity.
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Monthly Moves
Monthly Moves: Charting Our Strategies, January 2026
February 10, 2026
The market gained in January, which is historically a bullish signal for forward returns. Signs of a more durable bull market emerged, highlighted by small-cap leadership, cyclical strength, and a value orientation.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, January 2026
February 6, 2026
Stocks were choppier in January, but most areas of the market showed gains. The one laggard was large-cap growth, which was strong in recent years and for most of 2025, but trailed other stock indices. See Table 1 for January, Q4, and 2025 returns.
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Office Hours
When to Begin Estate Planning: Key Milestones Advisors Should Know
February 4, 2026
Senior Wealth Planners Patrick Schultz and Shelby Anderson discuss the ideal timing for establishing foundational estate documents, why planning becomes essential at age 18, and how evolving life stages shape the complexity of a client’s estate plan.
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Office Hours
Other Documents That Can Affect an Estate Plan
January 30, 2026
In this Office Hours Wealth Planning episode, Senior Wealth Planners Patrick Schultz and Shelby Anderson explain how documents like buy–sell agreements, prenuptial agreements, and divorce decrees can directly influence estate outcomes — often in ways clients never expect.
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